HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q2 2025
Institutional positions in HSBC Holdings PLC as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 513
- +17 vs. Q1 2025
- Shares held
- 77.0M
- +2.41M (+3.2%) vs. Q1 2025
- Total value
- $4.68B
- +$396.6M (+9.3%) vs. Q1 2025
- New holders
- 72
- 214 more added
- Sold out
- 55
- 127 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brandes Investment Partners, LP | 39,036 | $2.37M | 0.02% | +38+0.1% | Added |
| CI Private Wealth, LLC | 38,794 | $2.36M | 0.00% | +1,300+3.5% | Added |
| Cetera Investment Advisers | 37,298 | $2.27M | 0.00% | −1,379−3.6% | Reduced |
| Sowell Financial Services LLC | 37,231 | $2.26M | 0.09% | +782+2.1% | Added |
| Raelipskie Partnership | 36,784 | $2.24M | 1.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 36,674 | $2.23M | 0.01% | +2,553+7.5% | Added |
| Thoroughbred Financial Services, LLC | 36,089 | $2.19M | 0.15% | −1,827−4.8% | Reduced |
| Park Avenue Securities LLC | 35,517 | $2.16M | 0.02% | −232−0.6% | Reduced |
| Arkadios Wealth Advisors | 35,070 | $2.13M | 0.06% | −9,833−21.9% | Reduced |
| Rhumbline Advisers | 34,921 | $2.12M | 0.00% | +672+2.0% | Added |
| Earnest Partners LLC | 34,788 | $2.11M | 0.01% | −1,242−3.4% | Reduced |
| Advisors Asset Management, Inc. | 34,000 | $2.07M | 0.04% | −2,039−5.7% | Reduced |
| Orleans Capital Management Corp | 33,088 | $2.01M | 1.07% | +1,605+5.1% | Added |
| Advisor Group Holdings, Inc. | 32,167 | $1.95M | 0.00% | +8,210+34.3% | Added |
| Scotia Capital Inc. | 31,870 | $1.94M | 0.01% | +309+1.0% | Added |
| WCG Wealth Advisors LLC | 31,473 | $1.91M | 0.12% | +31,473 | New |
| Schonfeld Strategic Advisors LLC | 31,031 | $1.89M | 0.01% | +3,123+11.2% | Added |
| Qtron Investments LLC | 30,586 | $1.86M | 0.24% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 30,234 | $1.84M | 0.04% | +13,870+84.8% | Added |
| Keybank National Association | 29,763 | $1.81M | 0.01% | +22,933+335.8% | Added |
| Regions Financial Corp | 28,865 | $1.75M | 0.01% | +246+0.9% | Added |
| We Are One Seven, LLC | 28,668 | $1.74M | 0.06% | +1,604+5.9% | Added |
| Prime Capital Investment Advisors, LLC | 28,372 | $1.72M | 0.02% | +19,980+238.1% | Added |
| Acadian Asset Management LLC | 27,902 | $1.70M | 0.00% | +4,184+17.6% | Added |
| Syon Capital LLC | 27,866 | $1.69M | 0.11% | +3,023+12.2% | Added |
| Citigroup Inc | 27,214 | $1.65M | 0.00% | −3,937−12.6% | Reduced |
| Ieq Capital, LLC | 27,107 | $1.65M | 0.01% | +4,896+22.0% | Added |
| Ativo Capital Management LLC | 27,070 | $1.65M | 1.47% | −795−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,525 | $1.61M | 0.18% | +26,525 | New |
| Foresight Capital Management Advisors, Inc. | 26,498 | $1.61M | 0.94% | −1,083−3.9% | Reduced |
| Ballentine Partners, LLC | 26,488 | $1.61M | 0.02% | +80+0.3% | Added |
| NewEdge Wealth, LLC | 25,567 | $1.61M | 0.03% | +25,567 | New |
| Glenmede Investment Management, LP | 26,305 | $1.60M | 0.01% | +26,305 | New |
| Skopos Labs, Inc. | 26,219 | $1.59M | 0.21% | +11,612+79.5% | Added |
| GWM Advisors LLC | 26,201 | $1.59M | 0.01% | +6,638+33.9% | Added |
| Checchi Capital Advisers, LLC | 26,193 | $1.59M | 0.11% | −513−1.9% | Reduced |
| Aaron Wealth Advisors | 25,691 | $1.56M | 0.16% | +869+3.5% | Added |
| Vise Technologies, Inc. | 25,392 | $1.54M | 0.06% | +25,392 | New |
| Exencial Wealth Advisors, LLC | 25,205 | $1.53M | 0.05% | +8,506+50.9% | Added |
| CIBC Asset Management Inc | 24,980 | $1.52M | 0.00% | +24,980 | New |
| MAI Capital Management | 24,836 | $1.51M | 0.01% | +3,113+14.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,496 | $1.49M | 0.01% | −47−0.2% | Reduced |
| Quantbot Technologies LP | 24,279 | $1.48M | 0.04% | +24,279 | New |
| Evergreen Capital Management LLC | 23,851 | $1.45M | 0.04% | +1,009+4.4% | Added |
| Kovitz Investment Group Partners, LLC | 23,796 | $1.45M | 0.01% | +19,058+402.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,830 | $1.45M | 0.00% | −5,561−18.9% | Reduced |
| ICONIQ Capital, LLC | 23,745 | $1.44M | 0.02% | +1,349+6.0% | Added |
| Savant Capital, LLC | 23,683 | $1.44M | 0.01% | +7,077+42.6% | Added |
| Captrust Financial Advisors | 23,559 | $1.43M | 0.00% | +232+1.0% | Added |
| RSM US Wealth Management LLC | 23,499 | $1.43M | 0.02% | +1,060+4.7% | Added |
| Coldstream Capital Management Inc | 23,452 | $1.43M | 0.02% | +11,758+100.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,418 | $1.42M | 0.63% | +462+2.0% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $1.40M | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,950 | $1.40M | 0.01% | −482−2.1% | Reduced |
| West Family Investments, Inc. | 22,850 | $1.39M | 0.36% | +11,110+94.6% | Added |
| Avantax Advisory Services, Inc. | 22,818 | $1.39M | 0.01% | +7,067+44.9% | Added |
| Dorsey & Whitney Trust CO LLC | 22,776 | $1.38M | 0.07% | −1,225−5.1% | Reduced |
| Gabelli Funds LLC | 22,700 | $1.38M | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 22,543 | $1.37M | 0.02% | +22,543 | New |
| Allspring Global Investments Holdings, LLC | 22,338 | $1.35M | 0.00% | +320+1.5% | Added |
| Virtu Financial LLC | 21,829 | $1.33M | 0.07% | +5,723+35.5% | Added |
| Ted Buchan & Co | 21,314 | $1.30M | 0.52% | +21,314 | New |
| Profund Advisors LLC | 20,349 | $1.24M | 0.04% | +703+3.6% | Added |
| Prospera Financial Services Inc | 20,337 | $1.24M | 0.02% | +7,072+53.3% | Added |
| Mork Capital Management, LLC | 20,300 | $1.23M | 0.90% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $1.22M | 0.06% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 19,950 | $1.21M | 0.03% | +3,468+21.0% | Added |
| D.A. Davidson & Co. | 19,354 | $1.18M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 19,166 | $1.17M | 0.05% | −14,997−43.9% | Reduced |
| Pzena Investment Management LLC | 18,851 | $1.15M | 0.00% | +1,074+6.0% | Added |
| SBI Securities Co., Ltd. | 18,583 | $1.13M | 0.03% | −1,460−7.3% | Reduced |
| McDonald Partners LLC | 18,334 | $1.12M | 0.27% | +625+3.5% | Added |
| Smartleaf Asset Management LLC | 17,973 | $1.09M | 0.10% | +879+5.1% | Added |
| Greenleaf Trust | 17,915 | $1.09M | 0.01% | −52−0.3% | Reduced |
| Ignite Planners, LLC | 17,122 | $1.08M | 0.19% | +253+1.5% | Added |
| Kathmere Capital Management, LLC | 17,627 | $1.07M | 0.08% | +1,160+7.0% | Added |
| Aprio Wealth Management, LLC | 17,591 | $1.07M | 0.12% | −3,863−18.0% | Reduced |
| Integrated Wealth Concepts LLC | 17,389 | $1.06M | 0.01% | +5,458+45.7% | Added |
| Engineers Gate Manager LP | 17,151 | $1.04M | 0.01% | +8,891+107.6% | Added |
| Ellevest, Inc. | 17,150 | $1.04M | 0.17% | −342−2.0% | Reduced |
| Founders Financial Securities LLC | 16,604 | $1.01M | 0.08% | +287+1.8% | Added |
| PDS Planning, Inc | 16,540 | $1.01M | 0.07% | +1,239+8.1% | Added |
| Horizon Investments, LLC | 16,531 | $1.00M | 0.02% | −257−1.5% | Reduced |
| Sanctuary Advisors, LLC | 16,251 | $987.9K | 0.01% | +1,715+11.8% | Added |
| Frank, Rimerman Advisors LLC | 16,160 | $982.4K | 0.07% | +826+5.4% | Added |
| Miracle Mile Advisors, LLC | 15,898 | $966.4K | 0.02% | −1,838−10.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 15,736 | $956.6K | 0.23% | +3,065+24.2% | Added |
| Rational Advisors LLC | 15,723 | $955.8K | 0.09% | −2,314−12.8% | Reduced |
| Soltis Investment Advisors LLC | 15,464 | $940.1K | 0.07% | +322+2.1% | Added |
| Private Advisor Group, LLC | 15,261 | $927.7K | 0.00% | −432−2.8% | Reduced |
| Guggenheim Capital LLC | 15,064 | $915.7K | 0.01% | −1,065−6.6% | Reduced |
| State Street Corp | 14,767 | $897.7K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 14,704 | $893.9K | 0.06% | −2,013−12.0% | Reduced |
| Assetmark, Inc | 14,674 | $892.0K | 0.00% | +8,819+150.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,520 | $883.0K | 0.00% | +2,785+23.7% | Added |
| Henry James International Management, Inc. | 14,189 | $862.5K | 0.28% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,032 | $853.0K | 0.05% | +85+0.6% | Added |
| Versant Capital Management, Inc | 14,005 | $851.4K | 0.13% | −372−2.6% | Reduced |
| HighPoint Advisor Group LLC | 13,927 | $846.6K | 0.04% | +105+0.8% | Added |
| Lazard Asset Management LLC | 13,901 | $845.0K | 0.00% | −876−5.9% | Reduced |